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Insider trading

Period: 120 months Stock: VERX + Add filter Clear all
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When Periodin use
Who Role
The trade Type of trade Minimum amount Plan Share of their own holding
Ownership What the chief executive holds
When

Period

How far back the list reaches. Filings arrive days after the trade, so the newest rows always lag a little.

1 month 12 months 120 months
272 decisions over 120 months
Who

Role

The position the person holds at the company, read from the title on the filing. A chief executive who is also a director counts as the chief executive.

Anyone CEO CFO Other officers Directors 10% owners
272 decisions over 120 months
The trade

Type of trade

Purchases, sales, or cluster buys: companies where 3 or more insiders bought within 30 days. The number beside each is what that choice would give.

Any272 Buys11 Sells261 Cluster buys
272 decisions over 120 months
The trade

Minimum amount

Hides rows under this value. The amount is the shares traded times the price on the filing.

Any $100K or more $1M or more $10M or more $100M or more $500M or more
272 decisions over 120 months
The trade

Plan

  • Discretionary: they chose to sell that week.
  • Scheduled: a 10b5-1 plan fixed the sale months in advance, so the timing says nothing about what they knew.
  • Not stated: filed before the SEC added the box in April 2023, which is most of the older half of this database.
Any Discretionary Scheduled (10b5-1) Not stated Not on a plan
272 decisions over 120 months
The trade

Share of their own holding

How much of what they already held the trade moved. Selling a tenth of a stake is not the same act as selling all of it.

At least
272 decisions over 120 months
Ownership

What the chief executive holds

The value of the chief executive’s stock measured against base salary. The salary comes from the company’s own proxy. Companies with no figure are in neither direction.

272 decisions over 120 months
Stock
Insider
Type ?
Value ↓
Of own stake ↓
Why it stands out
VERX Vertex, Inc.
8 Oct 2024
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% owner
Sold at will
$1.15M 27,732 at 41.32
3.0%
Not planned
VERX Vertex, Inc.
7 Oct 2024
ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% owner
Sold at will
$2.16M 52,713 at 41.02
4.4%
Not planned
VERX Vertex, Inc.
7 Oct 2024
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% owner
Sold at will
$1.97M 48,136 at 41.02
5.0%
Not planned
VERX Vertex, Inc.
3 Oct 2024
Westphal Jeffrey 10% owner · indirect
Sold at will
$48.29M 1,225,000 at 39.42
100%
Sold half or more
VERX Vertex, Inc.
12 Sep 2024
Stamm John Richard Director
Sold at will 2×
$354.28K 10,000 at 35.43
37.5%
Not planned
VERX Vertex, Inc.
26 Aug 2024
ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% owner
Sold at will
$5.92M 158,900 at 37.27
10.0%
Not planned
VERX Vertex, Inc.
22 Aug 2024
SCHWAB JOHN R CHIEF FINANCIAL OFFICER
Sold at will
$895.15K 25,000 at 35.81
32.0%
Not planned
VERX Vertex, Inc.
22 Aug 2024
Stamm John Richard Director
Sold at will
$575.18K 16,000 at 35.95
42.5%
Not planned
VERX Vertex, Inc.
20 Aug 2024
Rowland Bryan T.R. GENERAL COUNSEL
Sold at will 2×
$1.36M 38,176 at 35.71
100%
Sold half or more
VERX Vertex, Inc.
13 Aug 2024
ANDERSEN ERIC C. Director
Sold at will 2×
$5.07M 140,000 at 36.22
62.8%
Sold half or more
VERX Vertex, Inc.
23 Jul 2024
Westphal Jeffrey 10% owner · indirect
Sold at will
$56.72M 1,500,000 at 37.81
58.7%
Sold half or more
VERX Vertex, Inc.
5 Jun 2024
Westphal Jeffrey 10% owner · indirect
Sold at will
$49.40M 1,500,000 at 32.93
37.0%
Not planned
VERX Vertex, Inc.
5 Apr 2024
Westphal Jeffrey 10% owner · indirect
Sold at will
$23.77M 791,133 at 30.05
33.7%
Not planned
VERX Vertex, Inc.
27 Mar 2024
2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN 10% owner
Sold at will
$927.54K 30,692 at 30.22
100.0%
Sold half or more
VERX Vertex, Inc.
26 Mar 2024
2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN 10% owner
Sold at will
$1.53M 50,669 at 30.23
62.3%
Sold half or more
VERX Vertex, Inc.
26 Mar 2024
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% owner
Sold at will
$821.19K 27,128 at 30.27
2.7%
Not planned
VERX Vertex, Inc.
25 Mar 2024
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% owner
Sold at will
$1.43M 47,571 at 30.09
4.6%
Not planned
VERX Vertex, Inc.
25 Mar 2024
2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN 10% owner
Sold at will
$1.43M 47,522 at 30.09
36.9%
Not planned
VERX Vertex, Inc.
25 Mar 2024
ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% owner
Sold at will
$85.85K 2,859 at 30.03
0.2%
Not planned
VERX Vertex, Inc.
21 Mar 2024
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% owner
Sold at will
$3.00K 100 at 30.00
0.0%
Not planned
VERX Vertex, Inc.
21 Mar 2024
ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% owner
Sold at will
$3.00K 100 at 30.00
0.0%
Not planned
VERX Vertex, Inc.
21 Mar 2024
2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN 10% owner
Sold at will
$3.00K 100 at 30.00
0.1%
Not planned
VERX Vertex, Inc.
20 Mar 2024
ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% owner
Sold at will
$329.07K 10,955 at 30.04
0.9%
Not planned
VERX Vertex, Inc.
20 Mar 2024
2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN 10% owner
Sold at will
$328.22K 10,926 at 30.04
7.8%
Not planned
VERX Vertex, Inc.
20 Mar 2024
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% owner
Sold at will
$327.94K 10,917 at 30.04
1.0%
Not planned
VERX Vertex, Inc.
19 Mar 2024
ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% owner
Sold at will
$936.91K 31,173 at 30.06
2.5%
Not planned
VERX Vertex, Inc.
19 Mar 2024
2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN 10% owner
Sold at will
$930.35K 30,954 at 30.06
18.1%
Not planned
VERX Vertex, Inc.
19 Mar 2024
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% owner
Sold at will
$929.93K 30,941 at 30.05
2.9%
Not planned
VERX Vertex, Inc.
18 Mar 2024
ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% owner
Sold at will
$209.31K 6,967 at 30.04
0.6%
Not planned
VERX Vertex, Inc.
18 Mar 2024
2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN 10% owner
Sold at will
$208.94K 6,954 at 30.05
3.9%
Not planned
VERX Vertex, Inc.
18 Mar 2024
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% owner
Sold at will
$207.63K 6,910 at 30.05
0.6%
Not planned
VERX Vertex, Inc.
14 Mar 2024
2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN 10% owner
Sold at will
$256.80K 8,558 at 30.01
4.6%
Not planned
VERX Vertex, Inc.
14 Mar 2024
ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% owner
Sold at will
$256.20K 8,538 at 30.01
0.7%
Not planned
VERX Vertex, Inc.
14 Mar 2024
Butler Lisa CHIEF ACCOUNTING OFFICER
Sold at will
$245.62K 8,290 at 29.63
97.1%
Sold half or more
VERX Vertex, Inc.
14 Mar 2024
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% owner
Sold at will
$242.75K 8,090 at 30.01
0.7%
Not planned
VERX Vertex, Inc.
13 Mar 2024
2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN 10% owner
Sold at will
$42.36K 1,412 at 30.00
0.8%
Not planned
VERX Vertex, Inc.
13 Mar 2024
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% owner
Sold at will
$39.03K 1,301 at 30.00
0.1%
Not planned
VERX Vertex, Inc.
13 Mar 2024
ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% owner
Sold at will
$39.00K 1,300 at 30.00
0.1%
Not planned
VERX Vertex, Inc.
12 Mar 2024
2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN 10% owner
Sold at will
$295.87K 9,859 at 30.01
5.0%
Not planned
VERX Vertex, Inc.
12 Mar 2024
ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% owner
Sold at will
$292.57K 9,749 at 30.01
0.8%
Not planned
VERX Vertex, Inc.
12 Mar 2024
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% owner
Sold at will
$291.93K 9,727 at 30.01
0.9%
Not planned
VERX Vertex, Inc.
12 Mar 2024
DeStefano David PRESIDENT & CEO
Sold at will
$105.00K 3,500 at 30.00
0.5%
Not planned
VERX Vertex, Inc.
8 Mar 2024
Rowland Bryan T.R. GENERAL COUNSEL
Sold at will
$954.54K 32,196 at 29.65
80.1%
Sold half or more
VERX Vertex, Inc.
8 Mar 2024
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% owner
Sold at will
$606.13K 20,113 at 30.14
1.8%
Not planned
VERX Vertex, Inc.
8 Mar 2024
ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% owner
Sold at will
$594.84K 19,737 at 30.14
1.5%
Not planned
VERX Vertex, Inc.
8 Mar 2024
2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN 10% owner
Sold at will
$593.87K 19,705 at 30.14
9.1%
Not planned
VERX Vertex, Inc.
8 Mar 2024
DeStefano David PRESIDENT & CEO
Sold at will
$366.57K 12,177 at 30.10
1.7%
Not planned
VERX Vertex, Inc.
7 Mar 2024
ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% owner
Sold at will
$601.53K 20,009 at 30.06
1.5%
Not planned
VERX Vertex, Inc.
7 Mar 2024
2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN 10% owner
Sold at will
$599.07K 19,928 at 30.06
8.4%
Not planned
VERX Vertex, Inc.
7 Mar 2024
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% owner
Sold at will
$597.11K 19,864 at 30.06
1.7%
Not planned
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